Investors Asset Management of Georgia’s Charles Schwab SCHW Stock Holding History

Investors Asset Management of Georgia’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$556K	Buy	6,031 +1,904	+46%	+$174K	0.19%	112
2026 Q1	$388K	Buy	4,127 +3	+0.1%	+$294	0.16%	133
2025 Q4	$412K	Buy	4,124 +2	+0%	+$190	0.17%	122
2025 Q3	$393K	Sell	4,122 -47	-1%	-$4.46K	0.17%	122
2025 Q2	$380K	Buy	4,169 +3	+0.1%	+$251	0.18%	112
2025 Q1	$326K	Sell	4,166 -597	-13%	-$46.9K	0.17%	120
2024 Q4	$353K	Buy	4,763 +127	+3%	+$9.5K	0.17%	113
2024 Q3	$300K	Buy	4,636 +228	+5%	+$15K	0.14%	128
2024 Q2	$325K	Sell	4,408 -47	-1%	-$3.47K	0.16%	119
2024 Q1	$322K	Buy	4,455 +4	+0.1%	+$263	0.15%	120
2023 Q4	$306K	Buy	4,451 +200	+5%	+$11.6K	0.16%	117
2023 Q3	$228K	Buy	4,251 +1	+0%	+$60	0.13%	138
2023 Q2	$241K	Buy	4,250 +375	+10%	+$19.6K	0.12%	142
2023 Q1	$203K	Buy	+3,875	New	+$284K	0.11%	156

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Investors Asset Management of Georgia's SCHW Position: Q2 2026 in Review

Investors Asset Management of Georgia increased its Charles Schwab (SCHW) stake by 46% in Q2 2026, buying an estimated $174K and bringing the position to 6,031 shares worth $556K. The position accounts for 0.19% of the portfolio, ranked #112.

Investors Asset Management of Georgia first reported a position in SCHW in Q1 2023 and has held it in 14 quarters since. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Investors Asset Management of Georgia held 6,031 shares of Charles Schwab worth $556K as of Q2 2026.
Investors Asset Management of Georgia bought 1,904 Charles Schwab shares in Q2 2026, an estimated $174K.
Charles Schwab made up 0.19% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #112 holding.
Investors Asset Management of Georgia first reported a position in Charles Schwab in Q1 2023 and has held it in 14 quarters since.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.